BOJ Plans Gradual ETF Sales
Goldman Sachs analysts predict that the Bank of Japan will start selling its massive ETF holdings gradually around 2026–27—about ¥600 billion to ¥1 trillion annually—to avoid disrupting financial markets. The BOJ amassed around ¥37 trillion in ETFs between 2010 and 2024
Sourse: Reuters.
PM Ishiba’s Approval Rating Remains Weak
Prime Minister Shigeru Ishiba’s approval rating has dipped further to 31%, according to NHK, amid public frustration with economic policies. Opposition parties are now gaining momentum by advocating for sales tax cuts instead of Ishiba’s one-time cash payments
Sourse: ウィキペディア+3Reuters+3Reuters+3.
BOJ Sees Limited Tariff Impact… For Now
Regional bank surveys suggest that U.S. tariffs have had minimal effect on Japan’s exports so far. However, companies are cautious, citing delays in investment and inconsistent pricing strategies amid ongoing global uncertainty
Sourse: Reuters+3Reuters+3Reuters+3.
BOJ Will Delay Rate Hikes Due to Trade Pressure
Ex-BOJ policymaker Makoto Sakurai said the central bank will likely hold off on further rate increases until at least March 2026, citing concerns about economic pressure from U.S. tariffs
Sourse: Reuters+1Reuters+1.
Japan Eyes Resumption of Beef Exports to China
Japan’s farm ministry has finalized an agreement on animal health and radiation standards with China. This deal paves the way for Japanese beef exports—banned since the 2001 BSE outbreak—to resume in the near future
Sourse: Reuters.
